Meridian Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Meridian Wealth Partners, LLC
- $640 Million
- Q3 2024
A detailed history of Meridian Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Meridian Wealth Partners, LLC holds 99,927 shares of VTEB stock, worth $5.01 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
99,927
Previous 97,714
2.26%
Holding current value
$5.01 Million
Previous $4.9 Million
4.33%
% of portfolio
0.8%
Previous 0.87%
Shares
16 transactions
Others Institutions Holding VTEB
# of Institutions
1,210Shares Held
513MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio